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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,462 | $129,737-95.8% | $119,126-95.4% | $154,746-96.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 1.53% | 379.08%-377.6pp | 282.11%-280.6pp | 172.34%-170.8pp |
| Employer contribution / active EE | $11,942 | $4,375+173.0% | $4,034+196.1% | $4,379+172.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $867,404 | $11,961+7152.1% | $10,693+8011.7% | $14,365+5938.2% |